BE-180 Benchmark Survey Financial Services Transactions Between U.S. Financial Services Providers and Foreign Persons

It's time for BEA's 2019 benchmark survey of financial services transactions between U.S. financial services providers and foreign persons

  • All entities subject to the reporting requirements must file even if they are not contacted by BEA. Reporting requirements can be found in the survey’s Federal Register Notice.
  • Launch the Decision Tool below and/or refer to our FAQ’s on this page to see who is required to file a 2019 BE-180.
  • Federal law protects the confidentiality of the data that companies report.
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BE-180 reports are due September 30, 2020.

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Information for Survey Respondents

Federal Register Notice detailing changes to the 2019 BE-180 form.

You may be exempt from filing the 2019 BE-180 if you meet one of the following conditions:

  • No reportable transactions during the 2019 fiscal year.
  • Not in existence during the 2019 fiscal year.
  • Owned more than 50% by another U.S. entity during your 2019 fiscal year.
  • Are filing under a different U.S. ID number.

To file an exemption claim, complete pages 1 through 7 of the survey, as applicable.

Webinar

BEA conducted an informational webinar about the BE-180 benchmark survey on August 25, 2020. Topics covered included the survey’s purpose, scope, and coverage. Instructions were provided on how to complete each section on the survey, and how to use BEA’s electronic filing system, eFile. Watch the informational webinar.

Why Does BEA Conduct a Benchmark Survey?

Foreign Direct Investment in the U.S. Benchmark Survey

The BE-180 is BEA’s most comprehensive survey on transactions between U.S. financial services providers and foreign persons. The data are used in compiling the U.S. international transactions accounts and national income and product accounts. The information is also used to formulate U.S. policy on such international transactions, and to analyze the impact of that policy and the policies of foreign countries.

More About BEA's International Services Data and Surveys

Frequently Asked Questions (FAQ)Common questions about the BE-180 benchmark survey

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Contacts

BE-180

(301) 278-9303
(301) 278-9508
Personally Identifiable Information (PII)

When communicating by email with BEA, please do not include sensitive Personally Identifiable Information (PII) in the text or in an unencrypted attachment.

Sensitive PII is information that can be used to distinguish or trace an individual’s identity, such as a Social Security Number (full or partial).

Any document containing sensitive PII that is attached to an email must be encrypted. Any email received by BEA that contains sensitive PII in the text or in an unencrypted attachment will be blocked and deleted.

If you have any questions, please contact us using the contact information on the survey you are completing.